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Added to YB: 2026-09-17

Pitch date: 2026-07-21

GOOG [bullish]

Alphabet Inc.

Author Info

Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.

Company Info

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Market Cap

$4.3T

Pitch Price

N/A

Price Target

N/A

Dividend

0.25%

EV/EBITDA

23.24

P/E

17.53

EV/Sales

9.31

Sector

Interactive Media and Services

Category

growth

Show full summary:
SGA U.S. Large Cap Growth Portfolio Holding: Alphabet Inc.

GOOG (added to position): Alphabet contributed during the quarter amid a continued narrative that it is well positioned to benefit from the AI investment cycle; its Q1 report also highlighted robust ongoing demand for AI compute resources. The position was increased and the target raised while maintaining an above-average weight. Alphabet remains viewed as a high-quality, long-term compounder, supported by its full-stack AI exposure, durable global platforms, and growth drivers in digital advertising and cloud computing.

Read full article (1 min)